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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,252 | $184,000-46.1% | $162,185-38.8% | $152,909-35.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.30% | 150.80%-137.5pp | 115.61%-102.3pp | 345.46%-332.2pp |
| Employer contribution / active EE | $530 | $6,370-91.7% | $5,613-90.6% | $4,764-88.9% |
| Participant deferral / active EE | $3,179 | $8,033-60.4% | $7,297-56.4% | $5,851-45.7% |
| Admin fee / account holder | $11,883 | $13,124-9.5% | $10,844+9.6% | $11,601+2.4% |